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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $659,431 | $109,905+500.0% | $98,506+569.4% | $167,553+293.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.71% | 1960.20%-1950.5pp | 1494.92%-1485.2pp | 478.89%-469.2pp |
| Employer contribution / active EE | $14,278 | $3,226+342.6% | $2,961+382.2% | $4,840+195.0% |
| Participant deferral / active EE | $13,120 | $4,674+180.7% | $4,277+206.8% | $6,343+106.9% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |